You have to weigh the pros and cons of converting early in the year versus waiting until year-end.

When is a Roth conversion a good idea? Readers are confused about their strategies. Got a question about investing, how it fits into your overall financial plan and what strategies can help you make ...

If you were planning a Roth conversion maneuver this year, the newly-introduced One Big Beautiful Bill (OBBB) doesn’t directly impact the strategy. However, it does have an indirect impact that could ...

Roth IRA conversions are a brilliant strategic stroke for some people but a sub-optimal choice for others. Which tax ...

If you are considering doing a Roth conversion, this article is for you. This is the third column in a three-part series. The first one, “10 reasons not to do a Roth conversion,” ran in early June and ...

Preparing for retirement can require income and asset shuffling to make sure you have enough funds available and don’t bump yourself into a higher tax bracket. One method for this is known as a Roth ...

Two financial planners take on the establishment with a new view on retirement taxes Should you do Roth conversions? Stick to the math for the answer. When it comes to paying taxes, less is obviously ...

As investors strive to optimize their retirement savings and minimize tax burdens, understanding how Roth conversions benefit them becomes more important. Roth conversions have great significance when ...

President Donald Trump's "big beautiful bill" temporarily increased the SALT deduction cap from $10,000 to $40,000 starting in 2025. The $40,000 SALT deduction limit starts to decrease once modified ...

Preparing for retirement can require income and asset shuffling to make sure you have enough funds available and don’t bump yourself into a higher tax bracket. Find Out: I’m a Financial Expert: This ...